Chad Perkins is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2024. His previous experience includes roles at SPC and Parkland Securities, LLC, as well as maintaining a self-employed practice since 2002. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Christopher Hass is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. His prior roles include ten years at Parkland Securities and 20 years at SPC. Outside of his advisory work, he is involved in an investment club called Louisville Money Makers. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, with advice delivered primarily by investment adviser representatives using a combination of proprietary research and third-party strategies.

James Buchheit is a financial advisor at LPL Financial with 21 years of industry experience. He holds the Series 66 designation and previously worked at Sachs Investment Group, SPC, Natcity Investments, Merrill, and UBS Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing advice and account management through a large network of investment adviser representatives.

Jeffrey Caufield II is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Parkland Securities for 10 years. Outside of his advisory work, he serves as a priest at The Old Templar Holy Catholic Apostolic Church. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, including model portfolios, third-party management, and institutional platforms.

Hayden Hass is a financial advisor at LPL Financial based in Louisville, KY. He holds the Series 66 designation and has recently begun his career in the industry. Outside of advising, he has experience working with U.S. Soccer from 2017 to 2024. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.